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Internal Revenue Service

Halcyon integrates with Finastra on income verification solutions

Halcyon, HWmember, Income verification, Internal Revenue Service, Mortgage, Partnerships, Technology /

Halcyon, a provider of digital income and tax verification solutions, on Tuesday announced a new integration with Finastra, a financial services software company, to enable seamless digital management of IRS Form 8821 authorizations within Finastra’s Mortgagebot solution. This integration provides financial institutions with a faster and secure way to retrieve and manage tax transcript data […]

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What’s the best strategy for seniors to take required minimum distributions?

HWmember, Internal Revenue Service, Retirement, Reverse, Tax /

Tax-deferred retirement accounts are a necessary source of income for seniors looking to age in place. But it can be confusing to navigate the options for taking the required minimum distributions (RMDs) from the account as mandated by the IRS — especially given the tax implications. What’s the best approach for seniors as they plan

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IRS stipulation could have consequences for seniors in a declining stock market

HWmember, Internal Revenue Service, New York Times, Retirement, Reverse, Social Security, Stock Market, Tax /

Growing fears of a retirement crisis in the U.S. are no secret as Americans face a future that potentially includes fewer Social Security benefits. But the uncertainty of Social Security is not the only thing that seniors should consider as they seek to safeguard their financial well-being. Over the weekend, The New York Times detailed

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